Management Reports User Reports
daily - weekly - monthly daily - weekly - monthly


Report: Sales: Weekly Summary
 
 
User: KARIN
Accounts In Jeopardy - Last Order (Between 30 And 37 Days Ago) ^- Top
Users: KARIN
Customer YTD Sales LOD Account Manager
WEINER CHIROPRACTIC $132.93 04/09/2007 Kirsten Sauter (KARIN)
SSD SOFT STUFF DISTRIBUTORS $913.5 04/10/2007 Kirsten Sauter (KARIN)
HARRINGTON INDUSTRIAL PLASTICS $1302.92 04/10/2007 Kirsten Sauter (KARIN)
A+ CARPET $302.48 04/11/2007 Kirsten Sauter (KARIN)
COUNSELING CENTER OF MD. $693.67 04/11/2007 Kirsten Sauter (KARIN)
WICHITECH INDUSTRIES INC $197.41 04/11/2007 Kirsten Sauter (KARIN)
DELEONARDO SMITH & ASSOCIATES $1178.81 04/12/2007 Kirsten Sauter (KARIN)
BOWMAN EDUCATIONAL SERVICES $865.09 04/12/2007 Kirsten Sauter (KARIN)
MILLERS MINUTEMAN PRESS $622.59 04/12/2007 Kirsten Sauter (KARIN)
DOLAN & ASSOCIATES $335.6 04/12/2007 Kirsten Sauter (KARIN)
APPLIED RESOURCES & KNOWLEDGE $16.93 04/13/2007 Kirsten Sauter (KARIN)

Completed By User (Last Week) ^- Top
Users: KARIN
  Calls (In and Out) Emails (Sent only) Appointments
KARIN 45   4

Neglected Prospects - Mixed Activities: C, CI, CM, CO, CC, A, MO (Prior 14 Days) ^- Top
Users: KARIN
Company - Contact:
 Phone / Address:
KARIN


OmniRush Job Summary (Last Week) ^- Top
Users: KARIN
Type Description Successes Failures
FAX ENERGIZER.RTF} 1
EMAIL ENERGIZER.HTML} 1

Result Code Summary - Calls (Last Week) ^- Top
Users: KARIN
Users
Group:KARINallusers[n/a][n/a][n/a]
LM3 (6.6%)3 (6.6%)n/an/an/a
LND2 (4.4%)2 (4.4%)n/an/an/a
ORD1 (2.2%)1 (2.2%)n/an/an/a
PRI1 (2.2%)1 (2.2%)n/an/an/a
SA1 (2.2%)1 (2.2%)n/an/an/a
SE9 (20.0%)9 (20.0%)n/an/an/a
SPK13 (28.8%)13 (28.8%)n/an/an/a
VIS4 (8.8%)4 (8.8%)n/an/an/a
[NULL]11 (24.4%)11 (24.4%)n/an/an/a

Result Code Summary - Appointments (Last Week) ^- Top
Users: KARIN
Users
Group:KARINallusers[n/a][n/a][n/a]
SLE1 (25.0%)1 (25.0%)n/an/an/a
[NULL]3 (75.0%)3 (75.0%)n/an/an/a

Calendar By User (This Week (Mon-Sun)) ^- Top
Users: KARIN
Date Time Actv Type Company Ref

KARIN

05/14/2007 Call Back VON PARIS LOCATION 001 (KATHY CLIFFORD) ORDERED
Notes: 5/10-spoke with Kathy today and we got an order put together for her headsets! She was soo excited - this writer to stop out and visit her next week to see how they are working.

05/16/2007 Call Back VISION TECHNOLOGIES (ROBIN DAHLKA) CK IN
Notes: 1/3-called to see if they need anything - spoke with Josh - got Robin's voicemail instead - fu in 3 days 1/22-Jaime is gone too - fu with Robin - to see how things are going. - see what she needs to order - send an email too! 2/5-we have Beth now - she is doing the ordering - have received a few orders and a stamp - all is well - check in next week 2/15-emailed to check - fu in 3 days 2/16- Beth is good - fu on tuesday 2/20-got order took care of 3/2-emailed a quick note -fu 1 week 5/4-sent email to make sure we did good straightening everything out 5/7-stopped in to see Beth - very happy to see me - said all is going well - they are getting 3 new people -so they are re-working the office - told her that we do furniture - said they have left overs - however, will keep us in mind - but she knows they'll need a bunch of stuff soon when they get settled - fu next week

05/17/2007 Call Back KONOVER CONSTRUCTION CORP (SARAH AUGUSTOWSKI) SET UP ONLINE
Notes: 4/30-spoke with Sarah - she is the new person - she will be ordering from now on - to get her set up online asap! and then set up her favorites. 5/4-SPOKE TO sarah and gave her her id and password for the website - to set up her favorites and then call her back - try to stop out and visit in the next week or so 5/9-spoke with Sarah - let her know that she is set up on line with the favorites -she will play -this writer to call her next week to stop in and say hello 5/11-sent email about paper increase, to fu and meet her next few weeks

05/18/2007 10:30 AM Call Back REZNICK GROUP (PHILIP CORNBLATT) COLD CALL
Notes: 8/10- called to let Phil know where I was working now - he said that he has no clue who I should be talking to in regards to purchasing supplies -said it's all handled in Bathesda - told him I would find out and get back to him. To Call Bathesda and get information

05/18/2007 10:30 AM Call Back MERRICK TOWLE COMMUNICATIONS (NANCY MCKEOWN) Chairs
Notes: 2/5-call to see if they need chairs again - 2/23 2/27-sent email about the chairs 3/14-sent email about the chairs - fu april 15 about the chairs 5/14-emailed about need for chairs - wait on response

05/14/2007 Call Back MBTS - MD BOOKKEEPING & TAX SERVICES (LISA IMM) COLD CALL
Notes: 5/10-stopped in to cold call MBTS after my appt with Livingston Financial - got a card to fu in a few days 5/10- also sent email to a person on the card at the front desk trying to get pointed in the right direction!!!

05/14/2007 Call Back REMAX AMERICAN DREAM (AMY / LAUREN) APPOINTMENT
Notes: 5/8-MET with Amy to introduce myself to her as her personal account office supply manager - to fu next week to see if she needs to order for the timonium office

05/15/2007 Call Back SBIG (TRACY) COLD CALL
Notes: 5/10-called today and left message that I will be stopping by tomorrow to drop of mini catalog - Mark vogel = stopped in earlier today and gave me the information -feels this is a done deal - orders from staples, but not committed!! To visit tomorow 5/11-STopped out to meet Tracy - she was gone for the day - to call on monday to try and get an appointment. 5/14-spoke to Sherry - Tracy already gone for the day to stop out tomorrow afternoon to visit myself - she leaves by 3:30pm!!

05/15/2007 Call Back SOFTWARE PROCESS TECHNOLOGIES (CRYSTAL) COLD CALL
Notes: 5/11-Stopped out with Mark on cold calls - she was very nice - want to try and get an appointment with her right away next week - to fu on monday 5/14-cold called to try and get appt - left message with co-worker - to stop by tomorrow

05/15/2007 10:15 AM Call Back NEW BRIDGE WIRELESS (MARY RICHERT) COLD CALL
Notes: 5/10-Mark referred me to Mary today - she was a cold call for him. I left her a message and she called me back and said I could stop out monday to meet with her - to do that on monday 5/14-spoke to Mary - told her I would be out tomorrow afternoon to say hello - said no problem!

05/15/2007 11:00 AM Call Back MERRICK TOWLE COMMUNICATIONS (BOB HENNINGER) ORDERED
Notes: 1/10-ordered - fu tomorrow 1/11 - appt to visit tomorrow to set up an order sheet - and to deliver pink paper and pick up her return of pink paper 1/15- met with Nancy and Bob on Friday - gave her the right pink paper - picked up returns - got an order, and got additional items I need to price as well as put together an inventory for their office! FU no later than Thursday 1/17-spoke with Nancy - going to see her on friday - canceled appt due to my cold - to follow up with her on Monday - although will be emailing lists to her today - concerns with 2 of our products - looking for other suggestions and getting an order from patty later today - finished up order and placed today! = to visit them tomorrow 1/31-got order - need to fu on monday 2/5-fu - returning in kleenex- getting pricing on additional items and emailing them to fu today 2/13-placed order yesterday - missing a few items - taking care of to have delivered tomorrow - to stop by tommorrow or thurs to check inventory 2/27-stopped out today - did inventory and placed order - to fu next week 3/14- placed order yesterday - all is good - fu on friday. 5/14-spoke with Patty - website it working great -she has a large order going in today - also looking to get 2 glass desks - this writer trying desparately to find them to have them purchase through us instead - to fu in 1 days

05/16/2007 Call Back ATLANTIC MECHANICAL (DAVEERLY WHITE) CK IN

05/16/2007 Call Back COUNSELING CENTER OF MD. (LINDA) ORDERED
Notes: 4/10-ordered today - fu in 1 week to see how things are going 4/26-lm to tell her about paper increase - to check in 2.5 weeks


Notes:
 
Longbow Support | Contact Us | CRM International
© 2007 CoServers Express Inc. All rights reserved. Privacy Statement
Longbow Consulting Group